Leo Wealth, LLC: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on MA, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 9,691 MA shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 9,691 sharesChange vs previous 13F -15 shares
0.35% of the 13F portfolio, value $4,842,016.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,706 sharesChange vs previous 13F +7,552 shares
0.4% of the 13F portfolio, value $5,576,066.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,154 sharesChange vs previous 13F -6,395 shares
0.16% of the 13F portfolio, value $1,225,195.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,549 sharesChange vs previous 13F +4,208 shares
0.37% of the 13F portfolio, value $4,804,186.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,341 sharesChange vs previous 13F -3,944 shares
0.34% of the 13F portfolio, value $2,379,371.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,285 sharesChange vs previous 13F +1,266 shares
0.39% of the 13F portfolio, value $4,362,450.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,019 sharesChange vs previous 13F -91 shares
0.32% of the 13F portfolio, value $3,465,782.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,110 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $3,122,636.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).